In today's financial services landscape, many advisors still prioritize selling products over providing personalized, client-centered advice. While there are
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Flying a plane and building an investment portfolio may seem like two very different activities, but they share a surprising number of similarities. Both
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Social Security is a major part of retirement planning for millions of Americans, giving them important financial support. But, there are growing concerns about
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In the complex world of financial planning and investment management, one crucial question often goes unasked: How does your financial advisor get paid? The
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Retirement planning is a critical aspect of financial security, requiring a strategic approach to ensure a stable and adequate income throughout one's
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As you approach retirement, one of the critical financial decisions you'll face is whether to carry your mortgage into retirement or to pay it off. This
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As you navigate the complexities of managing your finances, you may find yourself wondering when it's the right time to work with a financial advisor. At Sevey
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Over the years, the financial media has portrayed itself as a trusted source of expertise, seemingly dedicated to assisting you with your financial decisions
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This week I had a great conversation with a potential client. His question was "with everything going on in the country and the world, as well as bond paying
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This week I had a great conversation with a client who expressed valid concerns about leaving a decent size inheritance to their children. As we journey through
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Over time, I've been asked numerous times whether it's wise for a client to entrust their entire investment portfolio to a single firm. It's a question that
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We all know investing includes ups and downs. Mostly up… but not always. It’s a natural part of investing. But lately, with the recent run in stocks and
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